Plan5500

Iowa Senior 401(K) Pooled Employer Plan — Form 5500 plan (Fiduciary Wise, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Iowa Senior 401(K) Pooled Employer Plan is a benefit plan reported by Fiduciary Wise, LLC under EIN 81-3799174 and plan number 401. The latest loaded filing year is 2023. The filing reports 0 participants and $12,002,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiduciary Wise, LLC
EIN
81-3799174
Plan number
401
Plan type
3
Location
Gilbert, AZ
Latest filing year
2023
Participants
0
End-of-year plan assets
$12,002,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20241009131752NAL0010644467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,002,405
Net assets (EOY)
$12,002,405
Net assets (BOY)
$0

Income & contributions

Employer contributions
$147,086
Participant contributions
$335,169
Total contributions
$482,255
Total income / additions
$1,206,663

Expenses & distributions

Benefits paid
$303,013
Administrative expenses
$33,620
Total expenses
$336,633
Net increase / (decrease)
$870,030

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Steele Capital Management, Inc.INVESTMENT ADVISOR$13,972not reported in the loaded dataset2023
Epic Retirement Plan ServicesRECORDKEEPER$12,282not reported in the loaded dataset2023

Related Form 5500 pages